Author: Aisa International

For the last year we have been analysing the true impact of Brexit on British pensions’ advice within the European Union, and indeed questioned the orthodoxy of British pensions being transferred to Malta and Maltese Trustees for UK and European Union (EU) residents. Regulation, different country setups and double tax treaties all have to be…

For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment which extends beyond mere costs.